Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CONOCOPHILLIPSCOP · Entity 658 | Director | January 15, 2022 | January 19, 2022 |
| Marathon Petroleum CorpMPC · Entity 2903 | Director | April 01, 2025 | April 03, 2025 |
| Mondelez International, Inc.MDLZ · Entity 2953 | Director | May 22, 2024 | May 24, 2024 |
| PNC FINANCIAL SERVICES GROUP, INC.PNC · Entity 2924 | Director | April 27, 2021 | April 29, 2021 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
CONOCOPHILLIPS
Report date January 15, 2022 · Filed January 19, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock UnitsSEC Table II · derivative / convertible security | Direct | 34,771.8198 |
Reported balance
After 2022-01-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-01-15 · Grant · Acquired 2,578 · Balance 34,771.8198 F1: The stock units convert to ConocoPhillips common stock on a 1-for-1 basis. F2: The reporting person has elected to receive payment as a lump sum six months following separation from service, which election may be changed by the reporting person to provide for deferred payments. F3: Includes units acquired through routine dividend transactions that are exempt under rule 16a-11. |
Filing footnotes · ownership attribution and instrument terms
F1: The stock units convert to ConocoPhillips common stock on a 1-for-1 basis.
F2: The reporting person has elected to receive payment as a lump sum six months following separation from service, which election may be changed by the reporting person to provide for deferred payments.
F3: Includes units acquired through routine dividend transactions that are exempt under rule 16a-11.
Marathon Petroleum Corp
Report date April 01, 2025 · Filed April 03, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 34,734.406 |
Reported balance
After 2025-04-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-04-01 · Grant · Acquired 93.586 · Balance 34,734.406 F1: Represents the reporting person's second quarter 2025 equity retainer award prorated for the period beginning April 1, 2025 and ending April 30, 2025. F2: Includes 185.927 shares acquired pursuant to dividend reinvestment and not previously reported pursuant to Rule 16a-11. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the reporting person's second quarter 2025 equity retainer award prorated for the period beginning April 1, 2025 and ending April 30, 2025.
F2: Includes 185.927 shares acquired pursuant to dividend reinvestment and not previously reported pursuant to Rule 16a-11.
Mondelez International, Inc.
Report date May 22, 2024 · Filed May 24, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 46,888 |
Reported balance
After 2024-05-22 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-05-22 · Grant · Acquired 2,849 · Balance 46,888 F1: Grant of deferred stock units under the Issuer's 2024 Performance Incentive Plan. The deferred stock units are 100% vested, but receipt of the shares is deferred until the six-month anniversary of the reporting person's separation from service as a director of Mondelez International. F2: Total number of shares owned includes 2,954 shares acquired through a dividend reinvestment program. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of deferred stock units under the Issuer's 2024 Performance Incentive Plan. The deferred stock units are 100% vested, but receipt of the shares is deferred until the six-month anniversary of the reporting person's separation from service as a director of Mondelez International.
F2: Total number of shares owned includes 2,954 shares acquired through a dividend reinvestment program.
PNC FINANCIAL SERVICES GROUP, INC.
Report date April 27, 2021 · Filed April 29, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitSEC Table II · derivative / convertible security | Direct | 5,786 |
Reported balance
After 2021-04-27 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-04-27 · Grant · Acquired 817 · Balance 5,786 F1: Deferred stock unit ("DSU") granted pursuant to the PNC Directors Deferred Stock Unit Program (the "Program") under PNC's 2016 Incentive Award Plan. Each DSU represents the right to receive at retirement one share of The PNC Financial Services Group, Inc. ("PNC") common stock, or in limited circumstances cash equal to the fair market value of one share of PNC common stock on the payment determination date, pursuant to the terms of the Program. F2: Includes an aggregate of 169 DSUs acquired by the reporting person as dividend equivalents under the Program subsequent to the date of the reporting person's most recent filing on Form 4. |
| Phantom Stock UnitSEC Table II · derivative / convertible security | IndirectDeferred Stock Unit Plan | 21,925 |
Reported balance
Holding disclosure · report date 2021-04-27 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 21,925 F3: One phantom stock unit is the economic equivalent of one share of PNC common stock. Phantom stock units will be settled in cash upon distribution to the reporting person and generally do not expire. F4: Includes an aggregate of 842 phantom stock units acquired by the reporting person as dividend equivalents under the PNC Outside Directors Deferred Stock Unit Plan subsequent to the date of the reporting person's most recent filing on Form 4. |
Filing footnotes · ownership attribution and instrument terms
F1: Deferred stock unit ("DSU") granted pursuant to the PNC Directors Deferred Stock Unit Program (the "Program") under PNC's 2016 Incentive Award Plan. Each DSU represents the right to receive at retirement one share of The PNC Financial Services Group, Inc. ("PNC") common stock, or in limited circumstances cash equal to the fair market value of one share of PNC common stock on the payment determination date, pursuant to the terms of the Program.
F2: Includes an aggregate of 169 DSUs acquired by the reporting person as dividend equivalents under the Program subsequent to the date of the reporting person's most recent filing on Form 4.
F3: One phantom stock unit is the economic equivalent of one share of PNC common stock. Phantom stock units will be settled in cash upon distribution to the reporting person and generally do not expire.
F4: Includes an aggregate of 842 phantom stock units acquired by the reporting person as dividend equivalents under the PNC Outside Directors Deferred Stock Unit Plan subsequent to the date of the reporting person's most recent filing on Form 4.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| April 02, 2018 Filed Apr 4, 2018 17:02 UTC | Marathon Petroleum Corp MPC · Entity 2903 | GrantCommon Stock | 470.056 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-023758 · doc4.xml · nonDerivative · entry 1 BUNCH CHARLES E · CIK 0001242243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,371.61 F1 · balance_after: Includes 48.827 shares acquired pursuant to dividend reinvestment and not previously reported pursuant to Rule 16a-11. Read SEC document |
| March 06, 2018 Filed Mar 8, 2018 07:38 UTC | Marathon Petroleum Corp MPC · Entity 2903 | PurchaseCommon Stock | 1,500 | $67.38 | $101,070.00 |
DisclosureSEC source: 0001209191-18-017891 · doc4.xml · nonDerivative · entry 1 BUNCH CHARLES E · CIK 0001242243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,852.727 Read SEC document |
| February 16, 2018 Filed Feb 20, 2018 22:31 UTC | Mondelez International, Inc. MDLZ · Entity 2953 | PurchaseClass A Common Stock | 2,000 | $43.90 | $87,800.00 |
DisclosureSEC source: 0001209191-18-011456 · doc4.xml · nonDerivative · entry 1 BUNCH CHARLES E · CIK 0001242243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,755 F1 · balance_after: Total number of shares owned includes 135 shares acquired through a dividend reinvestment program. Read SEC document |
| January 16, 2018 Filed Jan 18, 2018 15:40 UTC | CONOCOPHILLIPS COP · Entity 658 | GrantStock Units · Derivative | 3,697 | $59.51 | $220,008.47 |
DisclosureSEC source: 0001209191-18-004141 · doc4.xml · derivative · entry 1 BUNCH CHARLES E · CIK 0001242243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,891.9102 Underlying: Common Stock · 3,697 shares Expires not disclosed F1 · derivative.exercise_price: The stock units convert to ConocoPhillips common stock on a 1-for-1 basis. F2 · derivative.exercise_date: The reporting person has elected to receive payment as a lump sum six months following separation from service, which election may be changed by the reporting person to provide for deferred payments. F2 · derivative.expiration_date: The reporting person has elected to receive payment as a lump sum six months following separation from service, which election may be changed by the reporting person to provide for deferred payments. F3 · balance_after: Includes units acquired through routine dividend transactions that are exempt under rule 16a-11. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 09:00 UTC | Marathon Petroleum Corp MPC · Entity 2903 | GrantCommon Stock | 502.382 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-001638 · doc4.xml · nonDerivative · entry 1 BUNCH CHARLES E · CIK 0001242243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,352.727 F1 · balance_after: Includes 42.247 shares acquired pursuant to dividend reinvestment and not previously reported pursuant to Rule 16a-11. Read SEC document |
| December 11, 2017 Filed Dec 11, 2017 23:35 UTC | CONOCOPHILLIPS COP · Entity 658 | PurchaseCommon Stock | 2,000 | $52.06 | $104,120.00 |
DisclosureSEC source: 0001209191-17-065097 · doc4.xml · nonDerivative · entry 1 BUNCH CHARLES E · CIK 0001242243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,429 Read SEC document |
| October 02, 2017 Filed Oct 4, 2017 14:42 UTC | Marathon Petroleum Corp MPC · Entity 2903 | GrantCommon Stock | 603.865 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-055583 · doc4.xml · nonDerivative · entry 1 BUNCH CHARLES E · CIK 0001242243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,808.098 F1 · balance_after: Includes 45.830 shares acquired pursuant to dividend reinvestment and not previously reported pursuant to Rule 16a-11. Read SEC document |
| July 03, 2017 Filed Jul 5, 2017 18:28 UTC | Marathon Petroleum Corp MPC · Entity 2903 | GrantCommon Stock | 635.593 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-043084 · doc4.xml · nonDerivative · entry 1 BUNCH CHARLES E · CIK 0001242243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,158.403 F1 · balance_after: Includes 36.261 shares acquired pursuant to dividend reinvestment and not previously reported pursuant to Rule 16a-11. Read SEC document |
| May 17, 2017 Filed May 18, 2017 21:09 UTC | Mondelez International, Inc. MDLZ · Entity 2953 | GrantClass A Common Stock | 3,902 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-033641 · doc4.xml · nonDerivative · entry 1 BUNCH CHARLES E · CIK 0001242243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,656 F1 · shares: Grant of deferred stock units under the Issuer's Amended and Restated 2005 Performance Incentive Plan. The deferred stock units are 100% vested, but receipt of the shares is deferred until the six-month anniversary of the reporting person's separation from service as a director of Mondelez International. F2 · balance_after: Total number of shares owned includes 36 shares acquired through a dividend reinvestment program. Read SEC document |
| April 25, 2017 Filed Apr 27, 2017 18:19 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | GrantPhantom Stock Unit · Derivative | 1,197 | $121.11 | $144,968.67 |
DisclosureSEC source: 0001209191-17-028351 · doc4.xml · derivative · entry 1 BUNCH CHARLES E · CIK 0001242243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,197 Underlying: $5 Par Common Stock · 1,197 shares Expires not disclosed F1 · derivative.exercise_price: Deferred stock unit ("DSU") granted pursuant to The PNC Financial Services Group, Inc. ("PNC") Directors Deferred Stock Unit Program (the "Program") under PNC's 2016 Incentive Award Plan. Each DSU represents the right to receive at retirement a share of PNC Common Stock (a "Share") or in limited circumstances cash equal to the fair market value of one Share on the payment determination date, pursuant to the terms of the Program. F1 · kind: Deferred stock unit ("DSU") granted pursuant to The PNC Financial Services Group, Inc. ("PNC") Directors Deferred Stock Unit Program (the "Program") under PNC's 2016 Incentive Award Plan. Each DSU represents the right to receive at retirement a share of PNC Common Stock (a "Share") or in limited circumstances cash equal to the fair market value of one Share on the payment determination date, pursuant to the terms of the Program. F1 · derivative.exercise_date: Deferred stock unit ("DSU") granted pursuant to The PNC Financial Services Group, Inc. ("PNC") Directors Deferred Stock Unit Program (the "Program") under PNC's 2016 Incentive Award Plan. Each DSU represents the right to receive at retirement a share of PNC Common Stock (a "Share") or in limited circumstances cash equal to the fair market value of one Share on the payment determination date, pursuant to the terms of the Program. F1 · derivative.expiration_date: Deferred stock unit ("DSU") granted pursuant to The PNC Financial Services Group, Inc. ("PNC") Directors Deferred Stock Unit Program (the "Program") under PNC's 2016 Incentive Award Plan. Each DSU represents the right to receive at retirement a share of PNC Common Stock (a "Share") or in limited circumstances cash equal to the fair market value of one Share on the payment determination date, pursuant to the terms of the Program. Read SEC document |
| April 03, 2017 Filed Apr 5, 2017 14:09 UTC | Marathon Petroleum Corp MPC · Entity 2903 | GrantCommon Stock | 675.811 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-025454 · doc4.xml · nonDerivative · entry 1 BUNCH CHARLES E · CIK 0001242243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,486.549 F1 · balance_after: Includes 34.479 shares acquired pursuant to dividend reinvestment and not previously reported pursuant to Rule 16a-11. Read SEC document |
| February 09, 2017 Filed Feb 10, 2017 19:12 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Purchase$5 Par Common Stock | 1,000 | $122.79 | $122,790.00 |
DisclosureSEC source: 0001209191-17-009436 · doc4.xml · nonDerivative · entry 1 BUNCH CHARLES E · CIK 0001242243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,781 Read SEC document |
| February 09, 2017 Filed Feb 10, 2017 21:03 UTC | Mondelez International, Inc. MDLZ · Entity 2953 | PurchaseClass A Common Stock | 2,000 | $44.95 | $89,900.00 |
DisclosureSEC source: 0001209191-17-009516 · doc4.xml · nonDerivative · entry 1 BUNCH CHARLES E · CIK 0001242243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,742 F1 · balance_after: Total number of shares owned includes 24 shares acquired through a dividend reinvestment program. Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 15:20 UTC | Marathon Petroleum Corp MPC · Entity 2903 | PurchaseCommon Stock | 2,000 | $49.94 | $99,880.00 |
DisclosureSEC source: 0001209191-17-009846 · doc4.xml · nonDerivative · entry 1 BUNCH CHARLES E · CIK 0001242243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,776.259 Read SEC document |
| January 15, 2017 Filed Jan 17, 2017 21:41 UTC | CONOCOPHILLIPS COP · Entity 658 | GrantStock Units · Derivative | 4,369 | $50.36 | $220,001.00 |
DisclosureSEC source: 0001209191-17-003878 · doc4.xml · derivative · entry 1 BUNCH CHARLES E · CIK 0001242243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,879.8411 Underlying: Common Stock · 4,369 shares Expires not disclosed F1 · derivative.exercise_price: The stock units convert to ConocoPhillips common stock on a 1-for-1 basis. F2 · derivative.exercise_date: The reporting person has elected to receive payment as a lump sum six months following separation from service, which election may be changed by the reporting person to provide for deferred payments. F2 · derivative.expiration_date: The reporting person has elected to receive payment as a lump sum six months following separation from service, which election may be changed by the reporting person to provide for deferred payments. F3 · balance_after: Includes units acquired through routine dividend transactions that are exempt under rule 16a-11. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 18:18 UTC | Marathon Petroleum Corp MPC · Entity 2903 | GrantCommon Stock | 637.635 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-001732 · doc4.xml · nonDerivative · entry 1 BUNCH CHARLES E · CIK 0001242243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,776.259 F1 · balance_after: Includes 30.129 shares acquired pursuant to dividend reinvestment and not previously reported pursuant to Rule 16a-11. Read SEC document |
| October 03, 2016 Filed Oct 5, 2016 19:56 UTC | Marathon Petroleum Corp MPC · Entity 2903 | GrantCommon Stock | 823.975 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-144845 · doc4.xml · nonDerivative · entry 1 BUNCH CHARLES E · CIK 0001242243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,108.495 F1 · balance_after: Includes 27.058 shares acquired pursuant to dividend reinvestment and not previously reported pursuant to Rule 16a-11. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 20:38 UTC | Mondelez International, Inc. MDLZ · Entity 2953 | GrantClass A Common Stock | 2,731 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-140080 · doc4.xml · nonDerivative · entry 1 BUNCH CHARLES E · CIK 0001242243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,404 F1 · shares: Grant of deferred stock units under the Issuer's Amended and Restated 2005 Performance Incentive Plan. The deferred stock units are 100% vested, but receipt of the shares is deferred until the six-month anniversary of the reporting person's separation from service as a director of Mondelez International. Read SEC document |
| January 15, 2016 Filed Jan 19, 2016 22:13 UTC | CONOCOPHILLIPS COP · Entity 658 | GrantStock Units · Derivative | 5,584 | $39.41 | $220,037.52 |
DisclosureSEC source: 0001209191-16-092136 · doc4.xml · derivative · entry 1 BUNCH CHARLES E · CIK 0001242243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,283.0298 Underlying: Common Stock · 5,584 shares Expires not disclosed F1 · derivative.exercise_price: The stock units convert to ConocoPhillips common stock on a 1-for-1 basis. F2 · derivative.exercise_date: The reporting person has elected to receive payment as a lump sum six months following separation from service, which election may be changed by the reporting person to provide for deferred payments. F2 · derivative.expiration_date: The reporting person has elected to receive payment as a lump sum six months following separation from service, which election may be changed by the reporting person to provide for deferred payments. F3 · balance_after: Includes units acquired through routine dividend transactions that are exempt under rule 16a-11. Read SEC document |
| May 19, 2015 Filed May 20, 2015 20:32 UTC | CONOCOPHILLIPS COP · Entity 658 | PurchaseCommon Stock | 1,000 | $65.19 | $65,189.90 |
DisclosureSEC source: 0001209191-15-044940 · doc4.xml · nonDerivative · entry 1 BUNCH CHARLES E · CIK 0001242243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,200 Read SEC document |
| January 15, 2015 Filed Jan 20, 2015 22:21 UTC | CONOCOPHILLIPS COP · Entity 658 | GrantStock Units · Derivative | 3,513 | $62.63 | $220,001.63 |
DisclosureSEC source: 0001209191-15-005208 · doc4.xml · derivative · entry 1 BUNCH CHARLES E · CIK 0001242243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,513 Underlying: Common Stock · 3,513 shares Expires not disclosed F1 · derivative.exercise_price: The stock units convert to ConocoPhillips common stock on a 1-for-1 basis. F2 · derivative.exercise_date: he reporting person is to receive payment as a lump sum six months following separation from service, which may be changed by the reporting person to provide for deferred payments. F2 · derivative.expiration_date: he reporting person is to receive payment as a lump sum six months following separation from service, which may be changed by the reporting person to provide for deferred payments. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.